In this financial marketplace dominated by goliath banks, credit unions stand apart due to their collaborative nature and commitment to service. Credit Union Service Organizations (CUSOs) have the same spirit of credit unions. A CUSO is an organization that is owned by credit unions in whole or in part that provides permitted financial services and/or …
Category: Capstone News
Capstone Strategic Guides ITA International on Acquisition of Innovative Decisions
(Capstone) announced that ITA International (ITA), a Newport News based federal contractor and professional services company, has acquired Innovative Decisions Inc. (IDI), now Innovative Decisions International, a wholly owned subsidiary of ITA. IDI is a management consulting firm specializing in decision and risk analysis, operations research and systems engineering for business and government customers. Capstone …
Credit unions adapting to the new normal
There have been many changes in the credit union world thanks to COVID-19. Branches are closing, members are losing jobs, and ensuring the safety of your team has become a top priority. Business continuity plans have been pushed aside. Even credit unions that have plans in place for natural disasters are finding themselves in unknown …
3 Items that Should not be Included in the LOI
A letter of intent (LOI) is far more than a legal document. It’s a key milestone in the M&A process and can be a powerful tool for getting the deal done. The LOI outlines the basic parameters for an acquisition including the period of exclusivity, purchase price and consideration, preferred deal structure, and expiration date. …
How Strategic Partnerships Can Help Credit Unions Attract and Retain Millennial and Gen Z Members
Strategic partnerships can help credit unions attract and retain members — Millennials and Gen Z groups in particular. And, in our current situation with COVID-19, these partners are probably more important then ever. John Dearing, Managing Director & Partner at Capstone, discusses this important topic with Mike Lawson of CUbroadcast. In this episode, John and …
State of Middle Market M&A 2020
Capstone Strategic’s survey reveals that 2019 was a modest year for mergers and acquisitions activity. Even though the number of respondents who engaged in M&A in 2019 dropped (from 52% to 41%) when compared to 2018, most respondents were generally positive and reported growth in their industries. 71% of respondents reported modest growth, similar to 2018 data (73%). Leaders from various industries generally reported a modest picture …
The importance of user experience for members
Technology is driving the financial services industry. This includes credit unions. The emergence of fintechs and other non-traditional financial services companies are helping to push this momentum. Consumers can now handle all their financial matters online. Square, PayPal, Ally and even Amazon are offering consumers and business owners alternative deposit and lending options. Credit unions must compete not only with the …
Capstone Strategic Promotes Anna Kochkina to Manager
As Manager, Anna Kochkina will now lead more client engagements, leveraging her expertise in valuation and prospect evaluation and prioritization to help clients execute strategic mergers and acquisitions. Capstone Strategic, Inc., a leading advisory firm specializing in not-for-sale, strategic mergers and acquisitions (M&A) for the middle market, announced today the promotion of Anna Kochkina to …
David Braun to Lead AMA’s Course on M&A in New York City May 15-17
Learn what can make or break a deal I’m excited to be leading the American Management Association’s Course on Mergers & Acquisitions on May 15-17 in New York. I have been teaching this course for 26 years (since 1993) and it is a comprehensive, three-day course designed especially for CEOs, CFOs, owners, and other senior-level …
Capstone Strategic Promotes Edelweiss Harrison to Vice President
As Vice President, Edelweiss Harrison will continue leading strategic mergers and acquisitions and external growth programs for middle market companies while expanding her role in business development. Capstone Strategic, Inc., a leading advisory firm specializing in not-for-sale, strategic mergers and acquisitions (M&A) for the middle market, announced today that Edelweiss Harrison has been promoted to …
